Understand and use intelligent recommendations

Flino reads your incoming replies, classifies them, and surfaces a concrete next action in several places in the app. The system runs in the background as soon as mail arrives — you don’t have to start it. The recommendations are hints, not commands: you decide whether to follow them.

The Referrals item at the bottom of the navigation belongs to the referral program, not to this feature.

Where recommendations appear

Pipeline: customer signal and urgency

On the Pipeline, Flino shows a badge per offer in the Customer signal column as soon as a signal has been derived from a reply, e.g. Ready to book, Price objection, Needs clarification, Not the right time, Awaiting reply, Order received or Not interested. The badge appears from 60 % confidence; below that you see No clear signal.

The pipeline is the fastest sorting anchor: it is sorted by urgency, with customer replies and detected orders at the top. Details under Pipeline.

Offer detail page: “Suggested next step” card

As long as no sequence is running and the offer is not closed, the detail page shows the Suggested next step card. It names one step depending on the state of the offer:

• No contact assigned → Add contact
• Contact without email → Add email
• Offer not sent yet → Send offer
• Sequence paused (e.g. because a reply came in) → Resume follow-up, with the text pointing to the reply
• Sequence completed → Start new sequence
• Sent, no sequence → Start follow-up
• No mailbox connected (Gmail or Outlook) → Connect mailbox instead of the last four steps

Offer detail page: “Flino recommendation” card

The sidebar of the detail page holds the Flino recommendation card. Under Current situation it shows the detected signal with its confidence in percent and the sequence state (Sequence active, Sequence paused with a reason, Sequence completed or No sequence). If the customer brought up a phone call, it shows Call slot (concrete time named), Call requested (no time) or Acceptance + call instead.

Below that comes the recommendation with a button. The most common cases, roughly in the order Flino checks them:

Detected signal	What Flino suggests
Order received, from 85 % confidence	”Order received”: Write reply and Mark as won
Order received, 70 to 84 %	“Possible order signal”: a hint only, you review it yourself
Not interested, from 80 %	“Rejection detected”: Mark as lost
Out of office	Pause sequence
Needs clarification, from 60 %	“Answer the question”: Write reply. If the question has already been answered, “Awaiting customer response” with Send short follow-up
Price objection, from 60 %	“Address the objection”: Write reply
Ready to book, from 60 %	“Clarify next steps”: Clarify next steps
Signal below its threshold	”Signal unclear”: please review yourself
Phone call brought up	Confirm meeting, Send time slots or Confirm acceptance & arrange meeting
Not the right time	If a sequence is running: Pause sequence for 14 days, otherwise Send short confirmation
Awaiting reply	If a sequence is running: Pause for 7 days, otherwise Send short ping
No usable signal yet	Re-analyze intent

Which recommendation appears exactly also depends on the class of the latest reply (see below) and on the sequence state. For won and lost offers the card says “No action needed — offer is closed.”

The buttons open the reply composer, pause the sequence or set the status (Mark as won, Mark as lost, in some cases Status: Negotiating). The card offers no undo button. You lift a pause in the sequence area of the detail page with Resume, and you change the status in the Pipeline field.

Pause sequence for 14 days and Pause for 7 days stop the sequence without an end date. Flino does not resume it on its own after 14 or 7 days and does not remind you.

When the situation matches a ready-made reply strategy or a sequence, the card also shows two bridges: View matching strategy in composer and Find matching sequence — see Sales Playbook & strategy recommendations.

Dashboard: daily focus

On the Dashboard you see overdue offers (Act now), offers without a running follow-up, and the latest events such as incoming replies. Details under Dashboard.

How Flino arrives at the recommendation

When a customer email comes in, a reply classification runs in the background. It assigns the reply to one of five classes:

• Positive: agreement, sign-off, “let’s start”
• Question: the customer asks for something
• Objection: price, budget, timing, other concerns
• Neutral: no clear direction
• Rejection: the customer is out, the competitor won

From this reply class plus other signals from the conversation history (earlier replies, notes, reactions), Flino derives the intent, the customer’s likely intention regarding the deal. The list of intents matches the recommendation table above.

For each intent, Flino shows a confidence in percent. At low confidence, it pays to read the actual reply before following the recommendation.

What recommendations trigger automatically — and what not

Recommendations don’t send an email by themselves. What Flino does automatically:

• Pause the sequence when a reply arrives (pause reason Customer replied)
• With Gmail: switch an offer in status Sent to Negotiating when a reply arrives
• Show the customer signal in the pipeline and on the detail page
• Show the recommendation in the Flino recommendation and Suggested next step cards
• Re-analyze the intent after a logged call

What you do actively:

• Write the reply (open the composer, optionally with an AI suggestion)
• Add a meeting to the calendar
• Set the status to Won / Lost, by hand or with the button in the card
• Pause or resume the sequence

Re-analyze intent

If the situation has changed, you can have the intent recalculated. After a call you log via Log call, Flino does this automatically. If there is no usable signal yet, the Flino recommendation card shows the button Re-analyze intent. Toast: “Intent reanalyzed.” The existing signals from the offer and its conversation history are evaluated again.

Use recommendations — pragmatically

• Scan the pipeline in the morning. What got a customer signal? What is at the top?
• Read the “Suggested next step” and “Flino recommendation” cards on the offer detail page before you type. They tell you what’s next, whether that’s “Add contact” or “Confirm meeting”.
• Check the confidence on important deals. With clear signals you can follow the recommendation directly. With low confidence: read the original reply briefly, then decide.
• With “Not the right time”, pause and set your own date. Pause sequence for 14 days stops the sequence without an end date. Note when you want to follow up again, and resume the sequence then.

Cross-links

• Pipeline — the table with status and customer signal
• React to replies — the composer and reply processing
• Follow-up sequences — when sequences pause, when they resume
• AI context — recommendations are only as good as the context the AI has
• Meeting card — the card that pops up in the composer when a meeting is detected